JR-179697 Portfolio Head

About the Role

The portfolio you will lead is a critical component of Customertimes' overall business strategy, and your success will have a direct impact on the company's growth and profitability. You will need to develop and execute a portfolio strategy that aligns with corporate objectives, industry trends, and emerging technologies. Your ability to build and maintain strong relationships with customers, Salesforce account executives, and other stakeholders will be essential to your success.

As a leader, you will be responsible for establishing and leading a portfolio organization structure that balances customer requirements, scalability, cost efficiency, and operational stability. You will need to drive delivery excellence by maintaining high standards of quality, efficiency, forecasting, and financial planning. Your team will look to you for guidance, support, and direction, and you will need to be able to motivate and inspire them to achieve their best.

What You Will Do

• Develop and execute the portfolio strategy, ensuring alignment with corporate objectives, industry trends, and emerging technologies
• Define and drive annual revenue targets across portfolio accounts, projects, and opportunities
• Identify and pursue new business opportunities, including upsell, cross-sell, and expansion initiatives
• Drive portfolio growth through collaboration with Sales, Account Management, Practices, and Salesforce field teams
• Contribute to customer Quarterly Business Reviews (QBRs), establishing strategic priorities and growth plans
• Identify successful delivery patterns and replicate them across industries, technologies, and clients to drive business growth and operational efficiency
• Participate in pre-sales activities, supporting solution positioning, pricing strategy, and margin optimization
• Own the strategic Salesforce relationship within the assigned portfolio territory and industry
• Build and maintain executive-level relationships with Salesforce Account Executives, Regional Vice Presidents, Industry Advisors, Partner Managers, and ecosystem partners
• Drive joint go-to-market initiatives, co-selling motions, account mapping, and co-investment programs with Salesforce

What We Are Looking For

• 8+ years of experience in a leadership role, preferably in a technology or consulting firm
• Strong understanding of GTM strategies, Salesforce, and Excel
• Proven track record of driving customer success, portfolio profitability, and strategic growth
• Excellent leadership and people management skills, with the ability to motivate and inspire teams
• Strong business acumen, with the ability to develop and execute a portfolio strategy
• Experience in building and maintaining strong relationships with customers, Salesforce account executives, and other stakeholders
• Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams
• Bachelor's degree in Business Administration, Computer Science, or a related field

Nice to Have

• Experience in a remote work environment, with the ability to work independently and manage a team remotely
• Certification in Salesforce or a related technology
• Experience in a consulting firm or a company with a similar business model
• Knowledge of industry trends and emerging technologies, such as cloud solutions and artificial intelligence

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a leading technology company and a talented team of professionals
• Flexible work arrangements, including remote work options
• Professional development opportunities, including training and certification programs
• Access to the latest technologies and tools, including Salesforce and Excel
• Collaborative and dynamic work environment, with a focus on innovation and customer satisfaction
• Recognition and reward programs, including bonuses and stock options
• Comprehensive health and wellness programs, including medical, dental, and vision insurance
• Retirement savings plan, including a 401(k) matching program
• Paid time off and holidays, including vacation, sick leave, and family leave

• Be prepared to discuss your experience with GTM strategies, Salesforce, and Excel, and how you can apply them to drive customer success and portfolio growth.
• Highlight your leadership and people management skills, and provide examples of how you have motivated and inspired teams in the past.
• Show a deep understanding of the technology industry, including trends and emerging technologies, and be prepared to discuss how you can leverage them to drive business growth.
• Be prepared to provide examples of how you have built and maintained strong relationships with customers, Salesforce account executives, and other stakeholders.
• Consider obtaining certification in Salesforce or a related technology to demonstrate your expertise and commitment to the field.
• Be prepared to discuss your experience in a remote work environment, and how you can manage a team and drive business growth in a distributed team setting.
• Highlight your business acumen, and be prepared to discuss how you can develop and execute a portfolio strategy that aligns with corporate objectives and industry trends.